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Welch Financial Planning, LLC · 13F 持仓分析
期权收益计算器 机构排行

Welch Financial Planning, LLC

No.7669 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.72亿
环比变动 Q1 2026
+$3,255.4万+23.4%
持仓股票数
71
新买入
10
加仓
27
减仓
22
清仓
6
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR行业精选信托XLK
10.74%8.83%$1,842.4万9.7万股$1,227.7万9.2万股+4,328股+4.69%加仓
IiShares安硕信托DIVB
8.42%8.98%$1,444.4万23.4万股$1,249.2万23.2万股+2,930股+1.27%加仓
波音BA
7.43%8.52%$1,275.5万5.9万股$1,184.3万6.0万股-579股-0.97%减仓
I景顺·S&PIDMO
5.98%4.19%$1,026.8万17.0万股$582.2万10.6万股+6.4万股+60.42%加仓
MMANAGED PORTFOLIO SERLST
5.96%5.97%$1,022.8万21.9万股$829.9万20.5万股+1.4万股+6.68%加仓
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
5.24%$899.6万5.3万股$00股+5.3万股新买入
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
5.13%5.06%$881.1万7.9万股$704.1万8.9万股-9,528股-10.76%减仓
J摩根大通交易所交易基金JGRO
4.78%8.4%$820.1万8.3万股$1,168.1万13.8万股-5.5万股-39.81%减仓
CCAMBRIA EMERGING SHAREHOLDER YIELD ETFEYLD
4.27%4.81%$733.0万16.1万股$668.3万16.1万股+29股+0.02%加仓
SSPDR道富指数基金EWX
3.8%4.01%$651.9万8.8万股$557.2万8.4万股+3,460股+4.11%加仓
苹果AAPL
3.29%1.71%$564.2万1.9万股$237.7万9,364股+1.0万股+108.21%加仓
WWISDOMTREE EMERGING MARKETS MULTIFACTOR FUNDEMMF
2.72%2.93%$466.9万12.1万股$407.4万12.3万股-2,167股-1.76%减仓
IINNOVATOR GROWTH ACCELERATED ETF - QUARTERLYXDQQ
2.22%2.26%$381.8万9.4万股$314.5万8.5万股+8,753股+10.30%加仓
伯克希尔哈撒韦BRK.B
1.94%2.26%$332.3万6,641股$314.6万6,566股+75股+1.14%加仓
IINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARYDDFJ
1.77%0.21%$303.8万15.4万股$28.8万1.5万股+13.8万股+901.31%加仓
IInnovator ETF信托DDFF
1.62%0.18%$277.3万13.9万股$24.4万1.3万股+12.6万股+976.59%加仓
AAMPLIFY ETF TRDIVO
1.42%2.54%$244.1万5.3万股$353.8万7.9万股-2.5万股-32.30%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.41%0.4%$242.5万3,784股$55.2万1,680股+2,104股+125.24%加仓
MMATTHEWS ASIA FDSMCH
1.32%1.51%$227.1万7.9万股$210.4万8.0万股-1,209股-1.51%减仓
ARES CAPITALARCC
1.2%0.54%$205.6万11.1万股$75.4万4.2万股+6.9万股+165.28%加仓
ANNALY CAPITAL MANAGEMENT COM NEWNLY
1.15%2.48%$196.8万9.0万股$344.5万16.3万股-7.4万股-45.09%减仓
IINNOVATOR ETFS TRUST US EQTY ACCELRTDXTOC
1.13%1.09%$193.8万5.4万股$152.2万4.7万股+6,654股+14.16%加仓
IInnovator ETF信托DDFL
1.06%1.83%$182.0万8.6万股$254.1万12.4万股-3.8万股-30.70%减仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBERXBJL
1.02%4.83%$174.9万4.4万股$671.4万17.7万股-13.3万股-75.23%减仓
AAB ULTRA SHORT INCOME ETFYEAR
0.96%0.95%$164.5万3.3万股$131.6万2.6万股+6,608股+25.34%加仓
CCALAMOS ETF TRCAIQ
0.7%$120.4万4.5万股$00股+4.5万股新买入
英伟达NVDA
0.65%0.56%$111.0万5,545股$77.9万4,467股+1,078股+24.13%加仓
谷歌AGOOGL
0.62%0.55%$107.1万2,996股$76.5万2,660股+336股+12.63%加仓
AAlphabet Inc Class CGOOG
0.6%0.58%$103.2万2,920股$80.7万2,813股+107股+3.80%加仓
IInnovator ETF信托XBAP
0.59%0.59%$100.4万2.4万股$82.7万2.1万股+2,802股+13.26%加仓
TTHEMES ETF TRSMCF
0.55%0.62%$94.8万2.4万股$85.7万2.5万股-114股-0.46%减仓
IInnovator ETF信托XBOC
0.54%0.62%$93.2万2.6万股$86.9万2.6万股-182股-0.69%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
0.51%0.6%$88.2万1.8万股$83.8万1.8万股-160股-0.88%减仓
BBLUEROCK PVT REAL ESTATE FDBPRE
0.47%0.85%$80.4万6.2万股$118.0万7.1万股-9,216股-12.97%减仓
IINNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBERQTOC
0.45%0.48%$76.6万2.0万股$66.4万2.0万股+143股+0.71%加仓
博通AVGO
0.45%0.2%$76.4万2,022股$27.7万895股+1,127股+125.92%加仓
IInnovator ETF信托DDFO
0.43%0.5%$73.6万3.3万股$69.0万3.2万股+520股+1.62%加仓
微软MSFT
0.41%0.59%$69.9万1,875股$81.8万2,209股-334股-15.12%减仓
VanEck ETF信托SMH
0.39%0.28%$66.2万1,010股$38.7万1,010股00.00%持仓不变
鲍尔公司BALL
0.33%0.39%$57.3万9,183股$54.3万9,183股00.00%持仓不变
艾伯维ABBV
0.33%0.36%$56.4万2,243股$50.6万2,326股-83股-3.57%减仓
IInnovator ETF信托XBJA
0.33%0.38%$56.4万1.7万股$52.2万1.7万股-10股-0.06%减仓
亚马逊AMZN
0.31%0.28%$54.0万2,266股$38.6万1,854股+412股+22.22%加仓
强生JNJ
0.31%0.36%$52.7万2,075股$50.7万2,075股00.00%持仓不变
摩根大通JPM
0.26%0.2%$45.5万1,389股$28.5万969股+420股+43.34%加仓
DDOUBLELINE MORTGAGE ETFDMBS
0.26%0.33%$45.2万9,209股$45.5万9,209股00.00%持仓不变
美国合众银行USB
0.26%0.27%$44.4万7,352股$38.2万7,352股00.00%持仓不变
IInnovator ETF信托DDFN
0.26%0.31%$44.0万2.2万股$43.5万2.3万股-1,005股-4.39%减仓
PPacer基金信托COWZ
0.26%0.32%$44.0万7,067股$44.5万7,109股-42股-0.59%减仓
卡特彼勒CAT
0.25%$42.9万403股$00股+403股新买入

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